
Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
4 weeks ago
Job Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Wealth ManagementExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts andnews articles3. Increase client base by meeting new clients, taking reference from the existinginvestors and thereby building AUM4. Initiate portfolio review of the existing investors in a timely manner5. Upsell and Cross sell products to the existing investors and keep them updated onthe primary and secondary market trends6. Share regular updates with the investors with regards to the schemes, researchpapers, etc.7. Conduct regular marketing activities in coordination with the regional marketingteam and product teamMust Haves:1. Excellent socializing and relation building skills.2. Excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.3. Should be a confident individual and must conduct and present themselves well infront of client4. Able to analyse the requirement of the client's basis their financial goals and havestrong logical and numerical ability5. Ability to deal with stress and follow procedures. Has good emotional stability andconscientiousness when dealing with achieving targets.6. Should always identify opportunities for greater profit7. Follow the guidelines and compliance needs and be closely monitored andresponse to any request for documentationDesired Candidate Profiles1. Candidates should have a minimum 7 years to 12 years of experience in WealthManagement, Financial Planning & Investment Advisory.2. Possession of requisite certifications will be an added advantage3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund,PMS, AIF etc.4. Should have a proven track record of AUM generation.5. Aum size minimum 50crInterested Candidate can mail there Singh
-
Wealth Manager
2 weeks ago
Delhi, Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per yearAbout Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...
-
Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...
-
Manager wealth management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...
-
Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...
-
Manager Wealth Management
7 days ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm...
-
Wealth Manager
2 weeks ago
Delhi, Delhi, India Prognosis Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...
-
Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...
-
Manager Wealth Management
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...
-
Manager Wealth Management
2 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...
-
Sr. Wealth Management
1 week ago
Delhi, Delhi, India Elevation HR LLP Full time ₹ 35,00,000 - ₹ 50,00,000 per yearKey Responsibilities:Minimum 7+yr. Exp. in Wealth Management.• Client Acquisition & Portfolio Management:Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. •Investment Advisory: Provide strategic financial advice in line with the client's financial...